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ClickUp is a cloud-based collaboration and project management tool that offers docs, reminders, goals, calendars, and an inbox. It’s designed for teams of all sizes and industries.

Configuring ClickUp as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the ClickUp option from the list of connectors. Click Next and you’ll be prompted to add your access.

1. Add account access

You’ll need your ClickUp Personal Access Token for this connection. Once you have it, add the account access, then click Next.
  • Authorization: You should Log in with your ClickUp account to authorize the Nekt connector.
  • Team ID: The team ID you want to sync with this connector. You can obtain the team ID from your ClickUp URL. For example, in this URL -> https://app.clickup.com/90132270444 the team ID will be 90132270444.
  • Start Date: The earliest record date to sync.

2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

Streams and Fields

Below you’ll find all available data streams from ClickUp and their corresponding fields:
Stream for fetching space information.
FieldTypeDescription
idStringThe unique identifier for the space.
nameStringThe name of the space.
colorStringThe color code for the space.
privateBooleanWhether the space is private.
avatarStringURL of the space avatar image.
admin_can_manageBooleanWhether admins can manage the space.
statusesArray of ObjectsList of status configurations for the space.
multiple_assigneesBooleanWhether multiple assignees are allowed.
featuresObjectFeature configurations for the space.
archivedBooleanWhether the space is archived.
Stream for fetching folder information within a specific space.
FieldTypeDescription
idStringThe unique identifier for the folder.
nameStringThe name of the folder.
orderindexIntegerThe order index of the folder.
override_statusesBooleanWhether the folder overrides statuses.
hiddenBooleanWhether the folder is hidden.
spaceObjectThe space this folder belongs to.
task_countStringNumber of tasks in the folder.
archivedBooleanWhether the folder is archived.
statusesArray of ObjectsList of statuses for the folder.
listsArray of ObjectsLists contained in the folder.
permission_levelStringPermission level for the folder.
Stream for fetching list information. This includes both lists within folders and folderless lists.
FieldTypeDescription
idStringThe list ID.
nameStringName of the list.
orderindexIntegerOrder index of the list.
statusStringStatus of the list.
priorityStringPriority of the list.
assigneeStringAssignee of the list.
task_countIntegerNumber of tasks in the list.
due_dateStringDue date of the list.
start_dateStringStart date of the list.
folderObjectThe folder this list belongs to.
spaceObjectThe space this list belongs to.
archivedBooleanWhether the list is archived.
override_statusesBooleanWhether the list overrides statuses.
permission_levelStringPermission level for the list.
Stream for fetching task information within a specific list.
FieldTypeDescription
idStringThe task ID.
custom_idStringCustom ID for the task.
custom_item_idIntegerCustom item ID for the task.
nameStringName of the task.
text_contentStringText content of the task.
descriptionStringDescription of the task.
statusObjectStatus information for the task.
orderindexStringOrder index of the task.
date_createdStringCreation date of the task.
date_updatedStringLast update date of the task.
date_closedStringClosure date of the task.
date_doneStringCompletion date of the task.
archivedBooleanWhether the task is archived.
creatorObjectCreator information for the task.
assigneesArray of ObjectsList of task assignees.
group_assigneesArray of ObjectsList of group assignees.
watchersArray of ObjectsList of task watchers.
checklistsArray of ObjectsTask checklists.
tagsArray of ObjectsTask tags.
parentStringParent task ID.
top_level_parentStringTop level parent task ID.
priorityObjectTask priority.
due_dateStringDue date of the task.
start_dateStringStart date of the task.
pointsIntegerTask points.
time_estimateIntegerEstimated time for the task.
time_spentIntegerTime spent on the task.
custom_fieldsArray of ObjectsCustom fields for the task.
dependenciesArray of ObjectsTask dependencies.
linked_tasksArray of ObjectsLinked tasks.
locationsArray of ObjectsTask locations.
team_idStringTeam ID.
urlStringTask URL.
sharingObjectSharing settings for the task.
permission_levelStringPermission level for the task.
listObjectList information for the task.
projectObjectProject information for the task.
folderObjectFolder information for the task.
spaceObjectSpace information for the task.
Stream for fetching member information for a list.
FieldTypeDescription
idStringThe list ID.
usernameStringThe member’s username.
emailStringThe member’s email address.
colorStringThe member’s color.
initialsStringThe member’s initials.
profilePictureStringURL of the member’s profile picture.
profileInfoObjectAdditional profile information for the member.
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